CIBC World Market
DSI icon

CIBC World Market’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CIBC World Market’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Sell
1,628
-105
-6% -$14.4K ﹤0.01% 1447
2026
Q1 		$210K Sell
1,733
-86
-5% -$11K ﹤0.01% 1386
2025
Q4 		$234K Hold
1,819
– – ﹤0.01% 1342
2025
Q3 		$229K Buy
1,819
+34
+2% +$4.11K ﹤0.01% 1314
2025
Q2 		$207K Sell
1,785
-350
-16% -$37.3K ﹤0.01% 1276
2025
Q1 		$219K Buy
+2,135
New +$233K ﹤0.01% 1251
2024
Q3 		– Sell
-2,166
Closed -$225K – 1332
2024
Q2 		$225K Sell
2,166
-125
-5% -$12.5K ﹤0.01% 1163
2024
Q1 		$231K Buy
+2,291
New +$219K ﹤0.01% 1193
2020
Q1 		– Sell
-6,106
Closed -$367K – 1027
2019
Q4 		$367K Hold
6,106
– – ﹤0.01% 913
2019
Q3 		$339K Buy
6,106
+1,220
+25% +$67.4K ﹤0.01% 886
2019
Q2 		$267K Buy
+4,886
New +$263K ﹤0.01% 972

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

CIBC World Market's DSI Position: Q2 2026 in Review

CIBC World Market reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.1% in Q2 2026, selling an estimated $14.4K and leaving 1,628 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

CIBC World Market first reported a position in DSI in Q2 2019 and has held it in 11 quarters since. The position peaked at $367K in Q4 2019. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • CIBC World Market held 1,628 shares of iShares MSCI KLD 400 Social ETF worth $232K as of Q2 2026.
  • CIBC World Market sold 105 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $14.4K.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1447 holding.
  • CIBC World Market first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 11 quarters since.
  • CIBC World Market's iShares MSCI KLD 400 Social ETF position peaked at $367K in Q4 2019.
  • 636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.